What’s New At

HELP CENTER LIBRARY

CallShaper is proud to introduce its new Help Center Library which

contains how to articles, training material, FAQ’s and troubleshooting

tips for the CDP Agent Application, Supervisor Application and the

Manage Application.

The Help Center Library can be accessed two different ways through

the Manage Application.

1. Using the Help link - The Help link is located in the individual

user drop-down menu (see image on the left). This link will give

you full access to the Library where you can search by typing key

words into the search field or clicking on the different categories

to find what you are looking for.

2. Using the Support Button - The support button is located at the

bottom of your screen. You can search by typing key words in

the search field. Links to articles, training material, FAQ’s and

troubleshooting tips containing those key words will populate

in the top results section.

Once you click on a link, the article will populate in that window.

If you prefer to see the information in a larger window, scroll to

the bottom of that article and click the

button. This will bring you to the Help Center Library.

Outbound telemarketing is a tough business where the margins are small. Having accurate

information to manage the campaign is vital to its success.

Welcome to the first edition of What’s New At CallShaper.

This newsletter will keep you up to date on new features as they are added, provide tips and answers to frequently asked questions.

In this edition, we will introduce:

Help Center Library,

Support Process,

Export Report, and

Lead File Caller ID.

CALLSHAPER 2

APRIL 2016 WHAT’S NEW AT CALLSHAPER

SUPPORT PROCESS

CallShaper recently implemented a new support process. In the past,

to submit a request or report an issue, an email was sent to CallShaper

Support. We now have a ticket system in place.

With this new system, once a ticket is submitted, the requester will

receive an email with the ticket number and instructions of how to

add information to the ticket.

For tracking purposes, we ask that you use our new ticket system and

no longer send emails to support. When sending requests, please

submit a separate ticket for each new request.

Tickets can be submitted to the CallShaper Support Team two

different ways through the Manage Application:

1. Using the Help link – If sending attachments, please use this

option. The Help link is located in the individual user drop-down

menu (see image on the left) and will bring you to the Help

Center Library. At the top of the page, click the “Submit a

request” link. You will be asked for your email address, subject,

campaign, company and to describe how we can help you.

2. Using the Support Button - If you are sending attachments,

please use the Help link option. If you have searched for how to

articles, training material FAQ or troubleshooting tips and have

not found what you are looking for, click the contact us button.

A contact us page will open and ask for your name, email

address, campaign, company and a description of how we can

help you.

Ease of use is important because we feel that technology should help achieve the business

goals and not get in the way.

CALLSHAPER 3

APRIL 2016 WHAT’S NEW AT CALLSHAPER

EXPORTS REPORT

The Exports Report is a customizable report that is created by the user. This Report is populated using data fields that have been added to the campaign.

Users can create one or multiple reports per campaign, have it delivered to an FTP site or an email address on a daily, weekly or monthly basis at a specified time of day.

The Exports Report can be run on demand, edited, deactivated, reactivated and recreated by a simple click of a button.

To learn more about the Exports Report, go to the Reports category of the Help Center Library or, search using the key word “Exports” in the Help Center Library or the Support Button.

LEAD FILE CALLER ID

Caller ID's have always been assigned to a campaign, now they can

also be assigned to an individual lead file.

For instructions on how to edit/add a caller ID assigned to a lead file,

see the Help Center Library article titled “Editing A Lead File” which

is located in the Leads and Lead Files category.

For instructions on how to assign a specific caller ID when uploading a

lead file, see the article titled, “Uploading A Lead File” which is located

in the Leads and Lead File category.

Both articles can be also found by searching “Caller ID” in the Help

Center Library or the Support Button.

The CallShaper Support Team will continue to add how to articles, training material, FAQ’s and

troubleshooting tips to the Help Center Library. If there are topics you would like to see added to the Library,

or features you would like to see added to our software, please let us know. We strongly encourage feedback

from our clients. Our goal is to have a user friendly product that offers the features important to your

organization.